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Strategies & Market Trends : Value Investing

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To: Grantcw who wrote (39504)	10/1/2010 1:18:39 PM
From: Jurgis Bekepuris	Read Replies (1) of 78572

Cwillyg, I am definitely interested. I hold some MSFT. IMHO, it's cheap but not very cheap. It has good earnings/EV yield, but its earnings growth has been anemic (10% 3-year annualized, 7% 10-year annualized - obviously a lot of large companies would kill for this kind of growth, but it's not that big.) and with this growth continuing in the future, investors won't get a good return. Hold/sell to me. I hold some GEOI, but I don't like it a lot. A bit too gassy for me and for some reason I don't have an eye on it. :) Hold for now. I have GRVY position. Hold now that it's all in tax deferred account and PFIC is not an issue anymore. I hope they come through with some positive news though. I gave up on ACTS and ATPG. CSCO is IMHO not cheap enough for me. Though techs could climb to rich valuations again.

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